ABRDN INC.
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 111069
- Registered since
- August 23, 1995
- Website
- www.abrdn.com
- Custodians
- MASTER TRUST BANK OF JAPAN, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles37.77%
- Pension & Profit Sharing Plans22.4%
- Investment Companies21.07%
- State / Municipal Government7.13%
- Sovereign Wealth Funds5.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Abrdn Inc. operates as a multi-faceted fund manager and fund sponsor that leans heavily into institutional portfolio management and pooled vehicles. The firm combines traditional fixed-income portfolio management with a broad alternatives platform, and it is identified as a hedge fund, real estate fund manager and other fund provider. Abrdn Inc. acts in roles beyond pure adviser — including sponsor/manager of pooled vehicles and CPO/CTA activity — and serves institutional clients while also providing portfolio management for individuals, small businesses and investment companies. Investment preference shows a clear tilt toward fixed income, with investment-grade corporate bonds forming the largest single asset exposure within separately managed accounts. Abrdn Inc. also identifies as an active ESG investor, integrating environmental, social and governance considerations across some strategies in addition to conventional credit and equity allocations. The firm’s fee mix includes percentage-of-AUM fees, fixed fees and performance-based fees, reflecting a blend of traditional advisory and incentive-aligned structures for certain funds and strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds42%
- Private Funds23%
- Exchange Traded Equities19%
- Non-Investment Grade Corp Bonds7%
- Sovereign Bonds5%
Owners & executives
3 of 3JAMES OCONNOR
Chief Executive OfficerCRD 3179509
Elizabeth Frey
Deputy Chief Risk OfficerCRD 8145994
REBECCA NICHOLS
Chief of StaffCRD 6392502
Contacts
3 of 4JOSEPH DIETRICK
Senior CounselCRD 2981979
MARIKA TOOZE
DirectorCRD 6148744
ALAN GOODSON
Executive DirectorCRD 4492919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHILADELPHIA, PA
PHILADELPHIA
Location
PHILADELPHIA, PA
Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- PHILADELPHIA
- Address
- 1900 Market St
- Time zone
- ET (UTC-5)
- Office locations
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